Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.8B
AUM Growth
-$587M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,387
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$43.4M
3
+$41.3M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.8M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$34.4M

Top Sells

1
+$44.7M
2
+$41M
3
+$40.5M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$35.3M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$22.2M

Sector Composition

1 Technology 9.85%
2 Financials 4.82%
3 Consumer Discretionary 4.67%
4 Healthcare 3.78%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$1.19M 0.01%
25,440
-1,074
1452
$1.19M 0.01%
2,643
+78
1453
$1.19M 0.01%
20,203
-41,153
1454
$1.19M 0.01%
29,600
+4,111
1455
$1.19M 0.01%
48,117
-10,870
1456
$1.19M 0.01%
59,394
+4,175
1457
$1.18M 0.01%
12,134
-9,327
1458
$1.18M 0.01%
80,901
-2,006
1459
$1.18M 0.01%
69,587
+22,133
1460
$1.18M 0.01%
34,010
-2,601
1461
$1.18M 0.01%
48,627
-391
1462
$1.17M 0.01%
10,263
-1,583
1463
$1.17M 0.01%
33,906
+13,134
1464
$1.17M 0.01%
6,513
+547
1465
$1.17M 0.01%
2,815
+341
1466
$1.16M 0.01%
21,838
+253
1467
$1.16M 0.01%
8,410
-1,036
1468
$1.16M 0.01%
10,344
-3,729
1469
$1.16M 0.01%
13,636
+447
1470
$1.16M 0.01%
26,424
-8,340
1471
$1.16M 0.01%
24,485
+7,558
1472
$1.16M 0.01%
29,909
-21,505
1473
$1.15M 0.01%
139,720
-11,621
1474
$1.15M 0.01%
23,800
+799
1475
$1.15M 0.01%
34,029
+10,296
57 58
59
60 61